New Client Intake Process

Please complete the following New Client Intake Process:

1.  Client Portal Sign-Up 

   • Demographics

   • Intake Form

   • Insurance and Credit Card Information 

2.  Email the following information to Rhonda Hale at rhonda@stormmedicalbilling.com and copy Jason at cje@cjearle.com

• Name of insured and name of new client, if different.

• Front and back of insurance card.

• Date of Birth (DOB) of insured and new client, if different.

• Address, phone number and email of insured and new client, if different.

• Sign and date Rates and Insurance Information.

• Confirm that you have completed the Client Portal Sign-Up in its entirety.

Please note: We can move forward with scheduling an appointment, once the information above is emailed to us.